Formidable Pro

Building a Workflow Engine

Overview One of the most frequently asked questions when it comes to building a Formidable Forms business process is “How do I build a workflow to assign tasks, track sequence completions, and move to next steps?” Workflows can be complicated. Oftentimes, there are security considerations such as “How can I allow the project manager to [Read More…]

Retrieve Upload Filename and Path

Question: Does anyone know how to return the filename with path for a File Upload field? Nick Amis, Formidable Slack Community This is a simple question, but the answer is somewhat elusive. File Upload Field First, let’s gain an understanding of Formidable’s file upload field. For one reason or another, the file upload field has [Read More…]

Integrate QR Code With Formidable

Requirement A long-term client asked us to integrate QR Codes with Formidable Forms. This particular client runs an agency out of Denver, Colorado. Her client is a grocer. This grocer uses Formidable Forms to sign up ambassadors (affiliates) and partners. When an ambassador entry is submitted, the user is sent an email that includes this [Read More…]

Add New Create Post Action Taxonomy

The Question Is there a way to create a new taxonomy for a custom post type from the value of a text field when using Pro’s Create Post form action? Formidable Slack Community Member The Answer Yes! In fact, Formidable has a knowledge base example on how to Create a new WordPress Category. The example [Read More…]